SBI Short Horizon Debt Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Fund | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹217 Cr | ₹13523 Cr |
Min Investment | ₹5000 | ₹10000 |
Min SIP Invesment | ₹250 | ₹500 |
Min Addl Investment | ₹500 | ₹5000 |
Launch Date | 09 May 2003 | 27 Jul 2007 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Short duration Debt Index A-II | BSE India Bond Index |
Turn Over | % | 0.0% |
Expense Ratio | 1.14 | 0.85 |
Manager | Dwijendra Srivastava | Pradeep Kesavan |
ISIN Code | INF173K01BA3 | INF200K01IG6 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
1 Month | 0.75% | 0.75% |
6 Month | 4.44% | 4.6% |
1 Year | 9.02% | 9% |
3 Year | 7.21% | 7.17% |
5 Year | 7.53% | 6.05% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
6 Month | 2.55% | 2.63% |
1 Year | 9.35% | 9.43% |
3 Year | 8.02% | 7.97% |
5 Year | 6.81% | 6.67% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
1 Year | 7.04% | 7.63% |
3 Year | 7.28% | 7.44% |
5 Year | 7.81% | 7.85% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Standard Deviation | 1.013% | 0.973% |
Sharp | -0.227% | -0.379% |
Beta | 0.712% | 0.773% |
Alpha | -0.204% | -0.266% |
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Fund Managers
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Name | Dwijendra Srivastava | Pradeep Kesavan |
Total AUM | ₹14140 Cr | ₹434274 Cr |
Funds Managed | 14 | 43 |
Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Market Cap
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Others | 100 | 100 |
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